Mohanad Yaman

In 2013, $TSLA was weeks from running out of cash.

Elon called Larry Page and offered to sell Tesla to $GOOGL L for about $6 billion. Page reportedly shook on it 🤝

Then Tesla employees started calling every customer to deliver cars. Sales came back. The deal died.

Tesla today: about $1.47 trillion. Roughly 245x that price.

If you were Elon, would you have taken the $6B?

#stocks

$LULU is trading at 8x earnings 👟

$NKE : sales down 1.4%, P/E 18.
Lululemon: sales still growing, P/E 8.

Nike makes 2.2x more profit than Lululemon.
But it's valued 4.8x higher.

Lululemon keeps $12.80 of every $100 in sales as profit. Nike keeps $6.70.

Value trap or the cheapest quality brand in America? 🤔

#stocks

$SPCX vs $TSLA over the same 3 months. Very different charts 🚀

SpaceX is up 27.96%. Tesla is down 0.48%.

But Tesla's window starts the day before its earnings drop, when it fell about 15% in a single session. Since that close it's up 16.4%.

SpaceX has the momentum. Tesla has the comeback.

Which one would you rather own into year end?

#stocks

Tesla vs Big Tech: out of every $100 in sales, how much is kept as profit 💰

$NVDA $64
$TSM $52
$AVGO $43
$MSFT $40
$META $31
$AAPL $28
$TSLA $3

Tesla keeps about the same as $COST, a warehouse that sells you toilet paper 🧻

And it trades at over 400x earnings.

Does profit even matter for Tesla anymore?

#stocks

In 2020 Musk said $TSLAB would sell 20 million cars a year by 2030 🚗

This week on the earnings call: 5 million.

That's 75% of the goal gone. Car sales were 1.64M last year, down from 1.81M in 2023.

The stock is still around $372.

So $TSLA isn't priced as a car company anymore. It's priced on robots and robotaxis.

Smart bet on the future, or the market ignoring the downgrade?

#stocks

$ADBEB stock vs $ADBE profits 📉📈

Nov 2021: stock $670. Profit per share $10.03.
Today: stock $264. Profit per share $16.70 (last full year).

Sales went from $15.8B to $23.8B.
Profit per share up 67%.
Stock down 61%.

The business got bigger. The price got cut by more than half.
It went from 67x earnings to under 15x.

Is AI killing $ADBEB , or is this the most mispriced stock in tech?

#stocks

$100 in cash from 2019 now buys only $74 of groceries 🛒

Food prices are up 35% since Dec 2019.

Put that same $100 somewhere else back then:
Gold: now $256
S&P 500: now $237
Cash: still $100

Cash didn't keep you safe. It quietly made you poorer.

Gold or stocks for the next 7 years? Or you prefer to get poorer?

#stocks #gold

25 years ago today, Apple showed the world the first iPod 🎧

$AAPLB closed at $0.32 that day (split adjusted).
Yesterday's close: $348.22.

$1,000 on iPod day is now about $1.07M.
With dividends reinvested, closer to $1.28M.

The hard part was never buying. It was holding through 2008, 2013 and 2022.

Would you have held for 25 years, or sold at the first double?

#stocks

In March 2000, $CSCO was the most valuable company on earth 🧠

It closed at $80.06 on Mar 27, 2000.
2 years later it was down 89%.
It didn't close above $80.06 again until Dec 10, 2025.

25 years and 8 months to get back to even.
And sales more than tripled in that time.

Today $NVDAB A is the biggest company in the world at $5.36T.

Is $NVDA the next $CSCO , or is this time different?

#stocks

Gold has beaten the S&P 500 since 2000. Even with dividends 🪙

$10,000 invested in Aug 2000:
Gold: $151,515 (up 1,415%)
S&P 500 with dividends reinvested ($SPY): $81,865 (up 719%)

26 years of "stocks always win," and gold made almost double the gain.

Team gold or team stocks?

#stocks

$NVDAB is now worth more than 2x the 9 biggest oil producers in the US and Europe combined 🤯

$XOM , $CVX , $SHEL, $TTE, $COP, $BP, $EQNR, $E and $EOG together: $2.26T
$NVDA alone: $5.36T

🤑 It also made more profit in the last year than all 9 of them put together.

The world still runs on oil. Is the market right, or is this a bubble?

🚨 TESLA and META both report tonight. Here's how each stock moved the day after its last 12 reports 🤯

$TSLA
Up 5 times, down 7
Average move: 9.0%
Biggest pop +21.9% (Oct 2024)
Biggest drop −14.5% (Jul 2026)

$META
Up 6 times, down 6
Average move: 8.2%
Biggest pop +20.3% (Feb 2024)
Biggest drop −11.3% (Oct 2025)

Neither one sits still on earnings night 🎢

Which one moves more tomorrow, and which way? Drop your call 👇

#stocks

The biggest companies on earth right now 🌍

$NVDAB $5.34T
$AAPLB $5.02T
$GOOGLB $4.08T
$MSFT $3.95T
$AMZN $2.84T
$TSM $2.23T
$META $1.81T
$AVGO $1.61T
$TSLA $1.53T
$BRK.B $1.16T

$AAPL is about $315B away from passing $NVDA for #1.

Does it get there before year end?

#stocks

$AAPLB and $BRKBB just made new all time highs. Most of the giants are nowhere near theirs 👀

How far below their closing high:
$AAPL 0.0% (new high)
$BRK.B 0.0% (new high)
$LLYB Y 1.1%
$MSFT 2.0%
$AMZN 7.1%
$NVDA 7.4%
$META 10.0%
$TSM 11.6%
$AMD 14.7%
$ASML 15.7%
$GOOGL 16.8%
$TSLA 21.1%
$AVGO 29.5%

Which one would you buy at this discount?

#stocks

$TXN and $LRCX both report tomorrow after the close, and both have had a big year.

Texas Instruments is up about 63% since Dec 31, now $282. Lam Research is up about 55% at $266, but it was up about 150% at its June peak of $433.33 and has given back nearly 40% since.

They're priced about the same: 42.9x trailing earnings for TXN and 46.1x for $LRCX . Lam is the bigger company at $332B vs $257B.

One sells the analog chips inside cars and factories, the other sells the machines that make chips. At these multiples, tomorrow needs to show growth is still coming for both.

Which one beats tomorrow, $TXN or $LRCX ?

#stocks

📉 $NOW is down 20% in a year. 📈 $GOOGLB is up 36%.

🤔 The funny part is that both grew revenue 24% last quarter.

🤖 The market thinks AI will eat software budgets, so NOW got sold. $GOOGL sells the AI, and its Cloud business grew 82%.

💰 NOW trades at 29x next year's earnings and GOOGLE at 22.5x.

Both report Oct 28 which side are you on?

#stocks

🛢️ Buying 5 different oil stocks is basically buying one.

📉 $XOM , $CVXon , $COPon , $EOG and $OXY all bottomed within 3 days of each other in July, the same week as Brent.

📈 Four of them hit their 6 month high on the same day, Oct 16.

🌍 Brent is at $109.55 with Houthi strikes on Saudi targets and Hormuz traffic cut.

🎯 So your view on oil matters way more than which ticker you pick.

#stocks

$METAB made $60.8B last quarter but kept only $1.75B as free cash 🤯

A year ago it kept $9.0B. The difference is spending: $30.1B on data centers, up from $16.5B.

Ads are fine. The cash just isn't showing up yet.

Reports tomorrow after close, are you bullish?

5 years ago you put $10,000 in Apple. Your friend put the same in Microsoft.

Your DAD said tech is BS and put his in Caterpillar.

Who made the most money?

$AAPLB
$MSFTB
$CAT

Results in the reply 👇

$AAPLB is setting up to break out 👀

Apple, iPhone, Mac and Services.

🔹 Ascending triangle at the record high, flat top at $348.15 (Oct 13 high) and rising lows from $300 (Jul 31)
🔹 Friday closed at $343.46, a record close, after four straight sessions with highs between $347.09 and $348.15
🔹 It needs a daily close over $348.15 (+1.4%), ideally on volume

📊 Q3 revenue $109.4B (+16%), iPhone +22%, EPS $2.02 vs $1.89 expected
💰 Gross margin 50.1%, net profit $29.8B (+27%)

⚠️ Q4 revenue guide of +9–11% came in under the ~12% Street estimate on supply limits and memory costs, and the stock fell 7.4% the day after

✅️ Confirm: daily close over $348.15
🟢 TP1 $372.23 (+8.4%) • TP2 $396.30 (+15.4%) • TP3 $426.06 (+24.0%)
⛔ Invalid: $340.46 (−0.9%)

Targets are 0.5x, 1x and 1.618x the $48.15 triangle height added to the lid. Risk from the Confirm level to Invalid is about 2.2%.

Please respect your SL level 🙏

#stocks